FIMS Special Handling instructions do not Alert when an DonorCentral imported Grant is Created
  • 23 Jan 2023
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FIMS Special Handling instructions do not Alert when an DonorCentral imported Grant is Created

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Article summary

Special handling works as expected when creating grants in FIMS, but no special handling appears when creating a grant imported from DonorCentral. Is this is designed or should there be a special handling alert?

Steps To Duplicate:
  1. Confirm Special handling is set up in file Maintenance > funds > fund code maintenance > special handling
  2. Add a special handling code to a fund in the fund 2 tab.
  3. Create an application in grants module and add a fund with special handling. 
  4. See alert
  5. Click import grants button in grants
  6. Create grant from import window (making sure grant being imported uses a fund that has special handling)
  7. No alert for special handling.
Answer:
Special Handling instructions do not get imported into FIMS from DonorCentral at this time. You can create a data grid in un-posted applications to check for errors and warnings:


Going forward, this is fixed in FIMS 14.73

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